Supplier Management System User Guide

Transcription

1 Supplier Management System User Guide Copyright by CVM Solutions LLC. All Rights Reserved. The material contained in this document is proprietary data and is the intellectual property of CVM Solutions LLC. This document shall not be reproduced in whole or in part, or disclosed to any persons without the express written consent of CVM Solutions LLC. Last updated 1/5/2009

2 Table of Contents Introduction...3 What do I need?...3 How do I get started?...4 Getting familiar with the Supplier Management System...7 Updating your Company Profile...9 Uploading Documents...9 Updating Your Contact Information...11 Signing out of the application...12 CVM Solutions LLC Page 2 of 12

3 Introduction Welcome to Accenture Supplier Management System. This system will be used to track information about current and potential suppliers. The system will also allow you to submit your company s information to Accenture quickly, easily and efficiently. You will have the convenience of accessing the system online from any computer and at any time. Furthermore, you will be able to update your information at any time, upload your certification information and ensure that your information with Accenture is accurate and current. This document will walk you through the steps to register and update your information using the system. What do I need? To register and maintain your information in the Supplier Management System, all you need is a computer and access to the Internet. The system can be accessed from any computer that uses Internet Explorer 5.5 or higher. No other browser or platform is supported at this time. You will also need to provide the following information and supporting documentation: General Company Information including Company Name, Former Company Name(s) Used, Doing Business As, Website, Fed Tax ID, Dun and Bradstreet Number, Currently Doing Business With Accenture (Yes/No), Headquarters Information etc. Business/Financial Information including Year Established, Gross Annual Sales for the last 3 years, Number of Employees and Legal Structure Product/Services Information including Accenture Service Codes, NAICS Codes, Accenture Skills, Product/Service Description and Geographical Service Area Diversity Information (only applicable if a diverse company) including Diversity Category, Ethnicity (only if diversity category is MBE) and Certification Details Diversity Documentation: Upload of Diversity Certifications Contacts and their Contact information for every location. For details of the information required, please refer to Appendix A. CVM Solutions LLC Page 3 of 12

4 How do I get started? You can access the application at: 1. Type this address in the address window of your browser and press enter. This will take you to the login page below: Enter User Name and password here Click here to register If you are already registered, login to the application with your id and password. For first time registrations, clicking on Click Here link will open the Supplier Registration page. CVM Solutions LLC Page 4 of 12

5 Zip Code Read and Accept Please enter all the required information, read and accept the Terms of Use Agreement and then click on the Submit button to submit your profile. Please note, the submit button will not be enabled until you have scrolled through to the bottom of the Terms of Use. The Supplier Management System allows only one registration per supplier. The following table breaks down the way the system processes the information entered in the previous step: S.No Condition Action 1 There is no match on federal tax ID Allows user to create a new supplier CVM Solutions LLC Page 5 of 12

6 S.No Condition Action profile and a user account for that supplier 2 There is a match on federal tax ID. There is no existing user account for the selected supplier 4 There is a match on federal tax ID. However the user indicates that none of the matches returned is their company Allows user to create a user account for the existing supplier and to update the existing supplier profile sent to Supplier Administrator to take appropriate action 5 Summary Page Review the entered information and submit. This page is shown only for the first time the profile is being created. The next step in the Supplier Management process is to create a user for the supplier. Provide the information that is required (marked with a red asterisk) and hit the next button. If your company profile already exists in the Supplier Management System, you will be asked to update your profile. If your company profile does not exist in the Supplier Management System, you will be asked to input the supplier details. Diverse suppliers will be asked to provide diversity information. CVM Solutions LLC Page 6 of 12

7 Getting familiar with the Supplier Management System Once you log into the application, you will be directed to your company s default page. The navigation layout through the application is essentially the same and you should get to know these features so that you will be able to move about the Supplier Management System effectively. CVM Solutions LLC Page 7 of 12

8 * Red asterisks indicate required field Save and proceed to next step CVM Solutions LLC Page 8 of 12

9 Number Description Purpose 1. *(Red asterisks) Indicates that field is mandatory 2. Page Tabs Takes you directly to the required page. (For a first time registry all subsequent tabs will be disabled until all required information is provided in earlier tabs) 3. Next Click this button to proceed to the next step without saving any changes that may have been made. Not available until first registration. 4. Save and Next Click this button to save all changes on the current page and proceed to the next step Using the navigation buttons at the bottom of every page, please navigate to all pages of the profile and submit your information. Once submitted, you can update your information anytime with the ID and password. Note: If your session is idle for more than 240 minutes, your session will time out and you will need to log in again. Updating your Company Profile Once registered, after logging in to the Supplier Management System, you will automatically be taken to your company s profile. You may also access this page by clicking the Profile Maintenance link in the left navigation menu, and then selecting the Update Company Profile link. Uploading Documents This section of the documentation describes how to upload documents. This is required for your Diversity Documentation (W8/W9 documents can also be uploaded. This section only describes the diversity documents upload section). You may upload documents in the following formats GIF, BMP, JPG, JPEG, DOC or PDF. There is a size limitation of 5 MB for the documents being uploaded. To upload a document click, the Click Here to Upload button. CVM Solutions LLC Page 9 of 12

10 Click to upload documentation This will display the upload documents form. Provide a brief description of the upload file. Allows user to browse their system for files to Upload Click the Browse button to open the file selection box, and select the file to upload. CVM Solutions LLC Page 10 of 12

11 Add a short description for the uploaded file. After you have selected all the files that you wish to upload, click the Send Documents button. After a few moments (as the files upload), the upload confirmation dialog will be displayed. Click OK to close the dialog. Your files will be saved to your company s profile when you click Save and Next. Updating Your Contact Information You can access the page to update your contact information by clicking the Profile Maintenance link in the left navigation menu, and then select the My Contact Info link. This will bring up your Contact Information page. Please complete any missing information and change your password, if required. Once you have completed the updates, click OK to save your changes. CVM Solutions LLC Page 11 of 12

12 Signing out of the application Once you have completed your updates, log out of the Supplier Management System before closing your browser. This will ensure the maximum security of your information. To exit from the Supplier Management System, click on the Log Out link on the left menu. CVM Solutions LLC Page 12 of 12